Onboarding, document collection, job tracking and follow-up rarely sit in one place. Zari AI helps accounting firms connect their systems, improve client communication and simplify the workflows that keep work moving.
A fixed-fee, two-week independent audit. Businesses with up to 10 total staff. More than 10? Request a custom quote.
Led by Farhad Malegam
Most firms are excellent at the work. The systems around it have grown up one tool at a time, and they have not grown up together. When nothing connects the pieces, it tends to look like this:
The frustrating part? You may never see exactly what it costs.
A new client enquiry arrives by email. Details are entered into practice software, then again into the CRM and the billing system. Documents are requested by hand and chased one client at a time.
As the firm grows, these small gaps become harder to manage.
Illustrative example.
For an accounting firm, the audit follows the work from first enquiry to final invoice and looks hardest where information is retyped, delayed or lost.
Bring new client details into one process and reduce repeated entry across engagement, setup and billing.
Create clearer workflows for requesting, receiving and following up on documents.
Give partners and managers a clearer view of job status and what needs attention.
Connect the platforms your firm relies on where technically appropriate, reducing duplicate entry and fragmented records.
Automate repetitive steps where doing so improves reliability, efficiency or the client experience.
Send consistent updates and reminders so clients know what is happening and what you need from them.
Then the audit is for you.
You have already built the business. Now it is time to get the systems behind it working as well as you do.
We work across the common practice, CRM and billing platforms, and we confirm what your software supports before recommending anything. If a connection is not sensible, we say so.
Not by default. Many firms get more value from configuring and connecting what they own. We only recommend a replacement when the case is clear.
Yes. Firms with more than 10 total staff receive a custom quote, scoped to your systems, stakeholders and complexity.
Growing a business should not be held back by systems that no longer fit it. You have built the expertise, the reputation and the client relationships. The technology behind them simply needs to catch up.
I have spent more than a decade in technology management, systems development and digital transformation, with a Bachelor of Technology in Computer Engineering and a master’s degree in International Business. That mix matters. A technical answer has to make commercial sense, or it does not get used.
A CRM, an automation or a new platform on its own is rarely the answer. The opportunity is in how the pieces work together, and in building them around your business, your people and your goals.
That is why the Business & Technology Audit comes first. Before anything is built, we look at your systems, your processes and your customer journey. We work out what is working, what is holding you back and where the biggest opportunities are. Then you decide what to do about it.
No cookie-cutter recommendations. No platform to sell. No unnecessary complexity.
An independent, fixed-fee assessment of your sales, marketing and operational systems, led personally by Farhad. You finish with independent recommendations, a prioritised roadmap and indicative costs, whether or not you build with us.
01
We establish your objectives, confirm the scope and gather what we need to understand your business.
02
Your CRM, sales and marketing platforms, integrations and relevant operational technology.
03
How information, leads and work move through the business, including manual steps, handoffs and bottlenecks.
04
Gaps in lead management, customer journeys and pipeline visibility that may be costing revenue.
05
Improvements ranked by likely value and effort, with indicative implementation costs and business impact.
06
A walk-through of the findings, recommendations and next steps, so you can decide with confidence.
The audit is valuable on its own. You are free to implement the recommendations internally, with another provider or with Zari AI. If you proceed with Zari AI, 50% of the audit fee is credited towards that engagement, subject to the agreed terms.
This is not a report you commission and hope for the best. We take the time to understand the business, then tell you plainly what to do about it.
DAYS 1 TO 3
Before we assess anything, we learn how the business runs.
A kickoff call and discovery session with you, then short conversations with the people who do the work. We look at:
DAYS 4 TO 9
Findings become a plan.
We review your platforms and workflows directly and test the customer journey. We turn what we find into a prioritised roadmap, with indicative effort, cost and business impact for each recommendation.
DAY 10
You leave knowing what to fix first.
We walk you and your team through the findings and next steps in a strategy presentation and workshop, so you can decide what to do, in what order and why.
The two-week timeframe begins at the agreed kickoff and depends on timely access to the required information, systems and people.
The audit is the diagnosis. What happens next depends on you.
OPTION 1
Take the roadmap to your own team. It is written so someone else can act on it.
OPTION 2
The recommendations are independent of any vendor, so any capable provider can deliver them.
OPTION 3
Bespoke implementation, planned from the roadmap we wrote. 50% of the audit fee is credited towards the engagement, subject to the agreed terms.
Ongoing strategic advisory and optimisation is available if you want it, and optional if you do not.
For more than a decade I have worked in technology management, systems development and digital transformation. My professional background includes work with Ernst & Young, NSW Health, iOmniscient and Greenstone Financial Services.
I founded Zari AI to give businesses honest advice about their technology, and the ability to act on it.
2026 Finalist, Western Sydney Awards for Business Excellence01
Read the audit page. If you have up to 10 total staff, you can buy the standard audit. Larger businesses can request a custom quote.
02
Purchase through the audit site, then book your kickoff call. Nothing is built without you knowing what and why.
03
We confirm the requirements and information we need, then assess your systems and processes over two weeks.
04
You receive the findings, the roadmap and the indicative costs, and choose what to do next.
Simple. Independent. Done properly.
Perhaps the biggest change is not in the report. It is how it feels to know where you stand, what is worth fixing and what is not, instead of guessing.
It is right for you if:
It may not be for you if:
We are not trying to be the right fit for everyone. We are trying to be the right fit for businesses that want to understand their systems before they invest in changing them.
$5,000 + GST for the standard two-week audit, for businesses with up to 10 total staff. Businesses with more than 10 total staff receive a custom quote. If you proceed with a Zari AI implementation engagement, 50% of the audit fee is credited towards it, subject to the agreed terms.
Yes. The threshold is based on your total staff, not only the people taking part in the assessment.
Not necessarily. We assess what you already have and recommend improvements based on your needs. That may mean optimising existing tools, connecting systems or introducing new technology where it is justified.
We can. Implementation is a separate engagement and you are under no obligation to proceed with Zari AI. The report is yours to take to your own team or another provider.
You are directed to book your kickoff call. We then confirm the engagement requirements and the information needed to begin.
Read-only access to the platforms in scope, for the length of the assessment. We make no changes, and access is removed when we finish. We are happy to sign your NDA.
Because the assessment begins before you receive anything, fees are not refundable once work has started. If anything in your findings is unclear, we will work through it with you until you know what to do next.
Find out what is working, what is holding you back and which improvements deserve your attention first.
Already have a defined project? Submit a project enquiry